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41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
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You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren't clients more engaged?
Here's what most advisors miss: efficiency doesn't equal engagement. A frictionless experience is table stakes, not a differentiator. And if you're only solving for your own pain points instead of what clients actually need, you're leaving massive opportunities on the table.
Julie Littlechild, CEO and Founder of Absolute Engagement, has spent decades helping advisors understand what clients truly want. Spoiler: they can't tell…
The skinny
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